Planning Calculation Processes

Advanced Planning extends the standard Calculate Regenerative Plan routine when executed from the Planning Worksheet by applying tracking eligibility checks for each demand (sales, production, forecast).

Eligibility Rules

• Expired tracking exclusion (if enabled): exclude lots/packages where Expiration Date < Requisition Line Due Date.
• Blocked tracking exclusion (if enabled): exclude lots/packages/serial numbers where Blocked = True.
• FEFO allocation: eligible lots are consumed starting with the earliest expiration.

Rolling stock (future supply without received lots): When supply is not yet received/produced, Advanced Planning estimates eligibility using theoretical expiration.

Theoretical Expiration Date = Expected Receipt or Due Date + Item Expiration Calculation

• Purchase supply uses Expected Receipt Date
• Production supply uses Due Date
• Assembly supply uses Due Date